Alexander Daniel Benassi

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Chicago, IL
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 04/2022 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 04/2022 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2015-05-21 → 2022-05-05
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Northbrook, IL
  Peoria, IL
• 2011-11-04 → 2012-05-15
  J.P. Morgan Securities Llc
  Winnetka, IL
• 2009-02-24 → 2011-10-17
  Benassi Capital Management Llc
  Peoria, IL
• 2007-04-02 → 2007-06-05
  Morgan Stanley & Co. Llc
  Peoria, IL
• 2004-04-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Peoria, IL
  Peoria, IL

Other Businesses

SERAFIN MIXED MARTIAL ARTS LLC, INV-RELATED, EVANSTON, IL, MIXED MARTIAL ARTS TRAINING FACILITY, 51% OWNERSHIP, 4 HRS/MO, 0 DURING TRADING, DUTIES: INVESTOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-21
• S63 Uniform Securities Agent State Law Examination
  2011-12-01